中文翻译
是的，我确实认为 $MU 长期还会继续走高。 如果要给一个 TLDR： 1. 财报周不要去买被做空的期权，因为大概率财报信息已经被计价了。 2. 如果真要买期权，要在市场开始计价信息之前就下手（比如 DRAM / NAND 价格上涨的传闻阶段）。 3. 我不认为资本开支是这次抛售的主因，更多是期权资金流相关，然后市场需要一个故事去解释它。 4. 宏观逆风也很多，但总体来说，重估发生在财报前，靠着不同信息碎片慢慢拼出基本面变化。 财报只是对这一过程的确认而已。
· 方法论
总结 MU 的长期看多逻辑，并强调期权要在信息被市场完全定价前买。
涉及标的： $MU
英文原文
Yeah I do think $MU is going higher long term. If I had to give a TLDR: 1. Don't buy shorted options on earnings week, since earnings is more likely than not priced in. 2. If you're going to buy options, do it before markets price in information (eg. around rumors from DRAM/NAND price hikes) 3. I don't think capex was the reason for selloff, lot of it is option flow related and then there needs to be a story for it. 4. Lot of macro headwinds too, but in general, repricing happens leading up to earnings, piecing together different information that changes fundamentals. Earnings is just confirmation of that.